Purchases and Sales Made in Q1 2025 in Unitedhealth Group Inc (UNH)
This table provides information about the institutional ownership of Unitedhealth Group Inc (UNH) during Q1 2025. The information is specifically focused on institutions that hold shares of UNITEDHEALTH GROUP INC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-837- 39.3% |
$386K - $459K
|
1.29K
$338K
|
|
|
Apr 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
SELL
|
- |
-839- 6.68% |
$387K - $460K
|
11.7K
$3.07M
|
|
|
May 13, 2025
Q1 2025
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-840- 5.28% |
$388K - $460K
|
15.1K
$3.94M
|
|
|
Apr 17, 2025
Q1 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-844- 1.71% |
$390K - $463K
|
48.6K
$12.7M
|
|
|
Apr 04, 2025
Q1 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-846- 8.24% |
$390K - $464K
|
9.42K
$2.46M
|
|
|
May 09, 2025
Q1 2025
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-846- 34.9% |
$390K - $464K
|
1.58K
$413K
|
|
|
May 15, 2025
Q1 2025
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-859- 59.24% |
$396K - $471K
|
591
$155K
|
|
|
May 01, 2025
Q1 2025
|
Private Capital Advisors, Inc.
|
SELL
|
- |
-860- 2.27% |
$397K - $471K
|
37.1K
$9.7M
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
SELL
|
- |
-863- 6.72% |
$398K - $473K
|
12K
$3.14M
|
|
|
May 14, 2025
Q1 2025
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-867- 38.69% |
$400K - $475K
|
1.37K
$359K
|
|
|
May 14, 2025
Q1 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-884- 2.0% |
$408K - $485K
|
43.3K
$11.3M
|
|
|
May 12, 2025
Q1 2025
|
Ns Partners LTD
|
SELL
|
- |
-887- 1.1% |
$409K - $486K
|
79.9K
$20.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-888- 4.22% |
$410K - $487K
|
20.2K
$5.28M
|
|
|
Apr 23, 2025
Q1 2025
|
Corundum Group, Inc.
|
SELL
|
- |
-892- 26.71% |
$412K - $489K
|
2.45K
$640K
|
|
|
May 09, 2025
Q1 2025
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-897- 5.63% |
$414K - $492K
|
15K
$3.93M
|
|
|
Apr 29, 2025
Q1 2025
|
Investment Partners, Ltd.
|
SELL
|
- |
-919- 34.1% |
$424K - $504K
|
1.78K
$465K
|
|
|
May 14, 2025
Q1 2025
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-920- 1.42% |
$425K - $504K
|
63.9K
$16.7M
|
|
|
Apr 30, 2025
Q1 2025
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-925- 1.85% |
$427K - $507K
|
49K
$12.8M
|
|
|
May 14, 2025
Q1 2025
|
Sands Capital Management, LLC
Arlington, VA |
SELL
|
- |
-927- 0.53% |
$428K - $508K
|
175K
$45.7M
|
|
|
May 15, 2025
Q1 2025
|
Kerrisdale Advisers, LLC
Miami, FL |
SELL
|
- |
-930- 50.22% |
$429K - $510K
|
922
$241K
|
|
|
May 15, 2025
Q1 2025
|
Talon Private Wealth, LLC
The Villages, FL |
SELL
|
- |
-933- 67.76% |
$431K - $511K
|
444
$116K
|
|
|
May 13, 2025
Q1 2025
|
Kimelman & Baird, LLC
New York, NY |
SELL
|
- |
-936- 88.89% |
$432K - $513K
|
117
$30.6K
|
|
|
May 14, 2025
Q1 2025
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-936- 18.29% |
$432K - $513K
|
4.18K
$1.09M
|
|
|
Apr 29, 2025
Q1 2025
|
Simmons Bank
|
SELL
|
- |
-946- 8.97% |
$437K - $519K
|
9.6K
$2.51M
|
|
|
Apr 17, 2025
Q1 2025
|
Mason & Associates Inc
|
SELL
|
- |
-953- 23.24% |
$440K - $522K
|
3.15K
$823K
|
|
|
May 05, 2025
Q1 2025
|
Morse Asset Management, Inc
Darien, CT |
SELL
|
- |
-957- 5.33% |
$442K - $525K
|
17K
$4.45M
|
|
|
Apr 29, 2025
Q1 2025
|
Deroy & Devereaux Private Investment Counsel Inc
|
SELL
|
- |
-960- 46.6% |
$443K - $526K
|
1.1K
$288K
|
|
|
May 09, 2025
Q1 2025
|
Arjuna Capital
|
SELL
|
- |
-962- 10.41% |
$444K - $527K
|
8.28K
$2.16M
|
|
|
Apr 28, 2025
Q1 2025
|
Tandem Investment Advisors, Inc.
Charleston, SC |
SELL
|
- |
-963- 63.27% |
$444K - $528K
|
559
$146K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-969- 45.3% |
$447K - $531K
|
1.17K
$306K
|
|
|
Apr 25, 2025
Q1 2025
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-970- 26.86% |
$448K - $532K
|
2.64K
$691K
|
|
|
May 14, 2025
Q1 2025
|
Heritage Wealth Partners, LLC
Dublin, OH |
SELL
|
- |
-971- 54.98% |
$448K - $532K
|
795
$208K
|
|
|
Apr 30, 2025
Q1 2025
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-972- 17.66% |
$449K - $533K
|
4.53K
$1.19M
|
|
|
Apr 24, 2025
Q1 2025
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-975- 20.02% |
$450K - $534K
|
3.9K
$1.02M
|
|
|
May 14, 2025
Q1 2025
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-977Closed |
$451K - $536K
|
0
$0
|
|
|
May 07, 2025
Q1 2025
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-979- 13.98% |
$452K - $537K
|
6.02K
$1.58M
|
|
|
Apr 16, 2025
Q1 2025
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-992- 8.43% |
$458K - $544K
|
10.8K
$2.82M
|
|
|
Apr 30, 2025
Q1 2025
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-1K- 2.27% |
$462K - $548K
|
43K
$11.3M
|
|
|
May 09, 2025
Q1 2025
|
Bit Capital Gmb H
Berlin, 2M |
SELL
|
- |
-1.01K- 53.92% |
$464K - $551K
|
859
$225K
|
|
|
Apr 22, 2025
Q1 2025
|
Legacy Advisors, LLC
|
SELL
|
- |
-1.03K- 8.32% |
$477K - $567K
|
11.4K
$2.98M
|
|
|
Apr 17, 2025
Q1 2025
|
Columbus Macro, LLC
|
SELL
|
- |
-1.04K- 12.67% |
$478K - $568K
|
7.14K
$1.87M
|
|
|
Apr 16, 2025
Q1 2025
|
Raub Brock Capital Management LP
|
SELL
|
- |
-1.04K- 3.18% |
$479K - $568K
|
31.6K
$8.26M
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-1.04K- 2.86% |
$480K - $570K
|
35.3K
$9.23M
|
|
|
Apr 11, 2025
Q1 2025
|
Piscataqua Savings Bank
|
SELL
|
- |
-1.06K- 15.68% |
$487K - $579K
|
5.68K
$1.48M
|
|
|
May 08, 2025
Q1 2025
|
Howard Capital Management Inc.
|
SELL
|
- |
-1.06K- 13.36% |
$489K - $581K
|
6.87K
$1.8M
|
|
|
May 05, 2025
Q1 2025
|
Greenwood Gearhart Inc
Fayetteville, AR |
SELL
|
- |
-1.06K- 59.43% |
$490K - $582K
|
725
$190K
|
|
|
Apr 30, 2025
Q1 2025
|
Highview Capital Management LLC
|
SELL
|
- |
-1.07K- 29.74% |
$493K - $585K
|
2.52K
$660K
|
|
|
Apr 23, 2025
Q1 2025
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-1.07K- 57.28% |
$496K - $589K
|
801
$210K
|
|
|
Apr 16, 2025
Q1 2025
|
Ccm Investment Advisers LLC
|
SELL
|
- |
-1.08K- 3.32% |
$496K - $589K
|
31.3K
$8.18M
|
|
|
Apr 28, 2025
Q1 2025
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-1.08K- 16.73% |
$496K - $589K
|
5.35K
$1.4M
|